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Editor-curated in-depth pieces from our 120+ archive. Tagged by region and theme.
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- AI infrastructure compute build-out
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- Energy transition vs petrostate cashflow
Latest in Deep Analysis
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Why Sandisk Stock Soared 29% in August
Investors were enthused about recent performance and continued opportunity.…
Broadcom's AI Revenue Just Soared 221%, and Profits Tripled. So, Why Is the Stock Flat?
The data center and networking specialist provided the clearest evidence yet that AI adoption is surging.…
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Why Beyond Meat Stock Slumped Last Month
You'd sink too if you effected a major reverse stock split.…
Why Redwire Stock Rocketed 24% Higher in August
It was a month full of good news for the company.…
Why Yeti Stock Swooned in August
The cooler and drinkware specialist's second-quarter results looked strong at first glance.…
Sundar Pichai's Alphabet Has Grown Google Cloud Revenue 82% Year Over Year. Here's Why That Growth Rate Justifies the Company's Capex Bet.
Alphabet stock fell on the news, but it might be better than you think.…
A Video Game Trailer Was Netflix's Most-Watched English Film Late Last Month. Here's Why This Matters for Investors.
The streaming giant didn't produce it and only had it exclusively for six hours. So, what did it get?…
Here's Why Eos Energy Stock Soared Today
The battery specialist is helping the grid make better use of solar power.…
Why Remitly Global Stock Popped 17.4% Last Month
It posted another strong earnings report last month.…
Why Figma Stock Climbed 13% in August
Figma overcame a post-earnings sell-off thanks to strong reports from its peers.…
Why GitLab Stock Jumped Today
The coding platform is making it safer for people to build software alongside AI agents.…
Why SSR Mining Stock Was a Winner on Wednesday
A negative jobs report was positive for precious metals prices.…
Why Wix.com Stock Soared 60% In August
The company was considered an AI loser, but is mounting a comeback for shareholders.…
Netflix: A Streaming Giant at a Rare Discount?
Netflix has roughly 325 million paying subscribers and a history of successful self-disruption, but short-form video and slowing growth are intensifying competi…
Why Edison International Stock Withered on Wednesday
An analyst took a pair of scissors to his price target.…
Why Hycroft Mining Stock Zoomed More Than 7% Higher Today
At a stroke, the company has drafted four top experts in precious metals mining.…
Why Calumet Stock Topped the Market Today
A federal government agency granted refining exemptions that will help the company.…
Trump and Xi are set to meet in DC. Why some China watchers have low expectations
Trump's summit with Xi is expected to take place less than six weeks before the U.S. election, with polls showing Democrats favored to make gains in Congress.…
Why Credo Technology Stock Plunged 20% Today
Credo Technology crushed its earnings estimates. So why did the stock drop 20%?…
Why Sirius XM Holdings Rallied Today
A Wall Street analyst likes the satellite radio company's advertising opportunity.…
Why Goldgroup Mining Stock Soared on Wednesday
Precious metals were having a good day, thanks to renewed hope that the Fed won't be as eager to raise interest rates.…
Why Is Palantir Stock Down Today?
Palantir stock is falling on Sept. 2, 2026, even after the company landed a new U.S. Army TITAN contract and hired AIG's Peter Zaffino as its global head of fin…
Snowflake’s stock soars as the company blows away estimates with its AI-fueled forecast
Companies looking to build AI tools on top of their data are turning to Snowflake, driving robust revenue growth.…
Broadcom's stock drops 5% as weak guidance overshadows earnings beat
Broadcom gave a disappointing revenue forecast for the current quarter.…
Broadcom’s stock falls despite upbeat earnings, extending a frustrating stretch for investors
Broadcom shares have gained just 6% so far this year, lagging behind the broader chip sector, which has risen 60%. The company’s outlook offered minimal upside …
Why Is AST SpaceMobile Stock Up 13% Today?
AST SpaceMobile stock jumped as much as 13% Wednesday after Berenberg initiated coverage with a Buy rating and a $92 price target.…
SpaceX’s big AI advantage is why this analyst thinks the stock could double
The company is adding computing infrastructure quickly, an Oppenheimer analyst notes. SpaceX is also getting large technology players to pay handsomely for its …
MP Materials' Stock is Surging: Here's Why
The company is making steady progress on its long-term plans, aided and abetted by the U.S. government.…
Here’s another way rising bond yields could take a bite out of Americans’ wallets
Rising yields are a threat to the “Magnificent Seven.” Here’s why that could hurt U.S. consumers.…
Rising yields aren’t scaring off investors. Why money is still pouring into bond funds.
The U.S. bond market has been under pressure amid a rise in Treasury yields, but money is still flowing into bond funds.…